← All themes Electrification & Grid

Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	SAM Securian Asset Management St Paul, Minnesota	$3.81M	+$536K	2	0.09%	Increased
402	TAM Telemark Asset Management Boston, Massachusetts	$3.81M	$0	1	0.48%	Maintained
403	Norinchukin Bank Tokyo, Japan	$3.79M	+$565K	1	0.06%	Increased
404	FNT First Nebraska Trust Lincoln, Nebraska	$3.73M	-$27.1K	1	0.8%	Reduced
405	WAM World Asset Management Detroit, Michigan	$3.71M	-$230K	3	0.18%	Reduced
406	GHCM Glen Harbor Capital Management San Diego, California	$3.7M	-$1.26M	4	0.08%	Reduced
407	Johnson Investment Counsel Cincinnati, Ohio	$3.7M	-$163K	3	0.09%	Reduced
408	CIBC Asset Management Toronto, Ontario, Canada	$3.7M	+$302K	2	0.02%	Increased
409	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.7M	+$765K	2	0.05%	Increased
410	OAM Oxford Asset Management Oxford, United Kingdom	$3.7M	+$2.04M	2	0.07%	Increased
411	Lincoln National Corp Radnor, Pennsylvania	$3.67M	+$365K	1	0.13%	Increased
412	EP Elkfork Partners Portland, Oregon	$3.67M	-$1.78M	3	0.09%	Reduced
413	WesBanco Bank Wheeling, West Virginia	$3.64M	+$13.3K	1	0.19%	Increased
414	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.61M	+$1.05M	3	0.16%	Increased
415	Jefferies Group New York	$3.6M	+$1.08M	3	0.02%	Increased
416	BDS Banco de Sabadell Miami, Florida	$3.59M	+$316K	3	0.46%	Increased
417	EFEM Eos Focused Equity Management New York	$3.59M	+$3.72M	1	5.33%	New
418	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.58M	+$598K	1	0.32%	Increased
419	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$3.57M	+$3.7M	1	0.66%	New
420	PT Plimoth Trust Plymouth, Massachusetts	$3.57M	+$244K	1	1.22%	Increased
421	TA Teton Advisors Rye, New York	$3.56M	$0	2	0.32%	Maintained
422	ECM EagleClaw Capital Management Boston, Massachusetts	$3.54M	+$5.8K	1	1.72%	Increased
423	PP Paloma Partners Greenwich, Connecticut	$3.53M	+$1.53M	2	0.06%	Increased
424	CF CNA Financial Chicago, Illinois	$3.52M	$0	1	0.77%	Maintained
425	Meag Munich Ergo Munich, Germany	$3.52M	-$1.08M	1	0.22%	Reduced